2 High-Growth Companies to Watch
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 6 May 2023
⏱️ 25 minutes
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| 0:00.0 | So you're gonna have your ups and downs in the short and medium terms thanks to interest rates, |
| 0:06.4 | thanks to fiscal policies, thanks to a lot of different factors, macroeconomic factors, |
| 0:11.4 | recessions and so on. But guess what? As Peter Lynch once said, we've had historically |
| 0:15.9 | 13 recessions and we've had 13 recoveries out of those recessions. |
| 0:23.2 | I'm Mary Long and that's Motley Fool, senior analyst Yasser Elchemy. If a growth stock gets |
| 0:27.9 | cut in half, is it on sale or just less expensive? Ricky Mulvey caught up with Yasser to discuss the |
| 0:34.1 | macro landscape for high growth companies, a mission critical software company now treating at |
| 0:39.0 | half its IPO price and a rocket maker with galactic ambitions. |
| 0:46.6 | When others get fearful it's time to do something I forget the rest of the quote. Anyway, joining us |
| 0:51.1 | now to talk about some strong, growthy companies in a down cycle is Motley Fool's senior analyst Yasser |
| 0:56.8 | Elchemy. Thanks for joining us on this journey. Hi Ricky, good to be here. When I think about investing |
| 1:01.5 | in super growthy companies, I almost think of it as like a venture capital approach. Would you agree |
| 1:06.6 | with that? Yes, so you know our Motley Fool co-founder and chief rule breaker David Garner has in fact |
| 1:12.9 | kind of almost coined that term of a VC approach towards public investing. You know, in that approach |
| 1:19.1 | you look for young, innovative, relatively small companies with massive runways for future growth, |
| 1:25.0 | great products, invested leadership, and ideally a purposeful mission. And you know, |
| 1:30.9 | ideally also you want to have your portfolio reflect your best vision for the future and that's |
| 1:36.3 | kind of like even when you see in the VC world where a lot of investors tend to back companies |
| 1:41.2 | that they feel strongly about. You may want to also do that with your own personal investment |
| 1:46.3 | portfolio. And one thing we have to keep in mind also with the kind of VC style of investing is |
| 1:52.4 | that VC investors tend to hold their investments over very long periods of time and even tend to |
| 1:58.9 | upsize their stakes in those companies that show themselves to be resilient and successful. So as |
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